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Summit Asset Management’s Stereotaxis STXS Stock Holding History

Summit Asset Management’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.4K Hold
22,500
– – 0.01% 172
2025
Q4 		$51.8K Buy
22,500
+1,500
+7% +$3.99K 0.01% 171
2025
Q3 		$65.3K Hold
21,000
– – 0.01% 169
2025
Q2 		$44.5K Buy
21,000
+1,300
+7% +$2.64K 0.01% 171
2025
Q1 		$34.7K Buy
19,700
+1,000
+5% +$2.13K 0.01% 166
2024
Q4 		$42.6K Hold
18,700
– – 0.01% 161
2024
Q3 		$38.1K Hold
18,700
– – 0.01% 166
2024
Q2 		$34K Hold
18,700
– – 0.01% 156
2024
Q1 		$48.8K Buy
18,700
+3,200
+21% +$7.61K 0.01% 158
2023
Q4 		$27.1K Sell
15,500
-1,060
-6% -$1.71K 0.01% 154
2023
Q3 		$26.2K Hold
16,560
– – 0.01% 150
2023
Q2 		$25.3K Hold
16,560
– – 0.01% 153
2023
Q1 		$33.8K Hold
16,560
– – 0.01% 152
2022
Q4 		$34.3K Hold
16,560
– – 0.01% 151
2022
Q3 		$30K Buy
16,560
+100
+0.6% +$214 0.01% 149
2022
Q2 		$30K Buy
16,460
+5,000
+44% +$12K 0.01% 154
2022
Q1 		$43K Buy
11,460
+1,000
+10% +$4.72K 0.01% 158
2021
Q4 		$65K Hold
10,460
– – 0.02% 155
2021
Q3 		$56K Hold
10,460
– – 0.02% 148
2021
Q2 		$101K Hold
10,460
– – 0.03% 145
2021
Q1 		$70K Hold
10,460
– – 0.02% 145
2020
Q4 		$53K Buy
+10,460
New +$42.8K 0.02% 134
2020
Q2 		– Sell
-12,000
Closed -$36K – 122
2020
Q1 		$36K Buy
12,000
+500
+4% +$2.07K 0.02% 110
2019
Q4 		$61K Hold
11,500
– – 0.03% 123
2019
Q3 		$40K Buy
+11,500
New +$44.2K 0.02% 115

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Asset Management's STXS Position: Q1 2026 in Review

Summit Asset Management held its Stereotaxis (STXS) position steady in Q1 2026 at 22,500 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #172.

Summit Asset Management first reported a position in STXS in Q3 2019 and has held it in 25 quarters since. The position peaked at $101K in Q2 2021. 115 funds tracked by Wall St. Rank hold STXS as of Q1 2026.

  • Summit Asset Management held 22,500 shares of Stereotaxis worth $41.4K as of Q1 2026.
  • Summit Asset Management left its Stereotaxis share count unchanged in Q1 2026.
  • Stereotaxis made up 0.01% of Summit Asset Management's portfolio in Q1 2026, its #172 holding.
  • Summit Asset Management first reported a position in Stereotaxis in Q3 2019 and has held it in 25 quarters since.
  • Summit Asset Management's Stereotaxis position peaked at $101K in Q2 2021.
  • 115 funds tracked by Wall St. Rank held Stereotaxis as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.